Fiserv (NASDAQ:FISV) Stock Sees Heavy Call Option Buying

Fiserv, Inc. (NASDAQ:FISV – Get Free Report) was the target of some unusual options trading on Tuesday. Stock investors purchased 20,396 call options on the stock. This represents an increase of 9% compared to the average volume of 18,642 call options.

Analyst Ratings Changes

A number of brokerages recently weighed in on FISV. Oppenheimer cut Fiserv from an “outperform” rating to a “market perform” rating in a report on Thursday, October 8th. TD Cowen cut their target price on shares of Fiserv from $55.00 to $49.00 and set a “hold” rating on the stock in a research note on Friday, October 9th. Barclays set a $50.00 target price on shares of Fiserv and gave the company an “equal weight” rating in a report on Friday, October 9th. Bank of America assumed coverage on Fiserv in a report on Thursday, October 15th. They issued an “underperform” rating and a $48.00 price target for the company. Finally, UBS Group set a $60.00 price objective on Fiserv and gave the stock a “neutral” rating in a research note on Friday, August 7th. Five analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $60.38.

Check Out Our Latest Stock Analysis on Fiserv

Fiserv Stock Performance

Fiserv stock traded up $7.04 during mid-day trading on Tuesday, reaching $58.97. The company’s stock had a trading volume of 11,799,542 shares, compared to its average volume of 7,525,915. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 0.99. Fiserv has a twelve month low of $43.87 and a twelve month high of $70.41. The business has a 50 day moving average price of $48.63 and a 200-day moving average price of $54.68. The firm has a market cap of $31.36 billion, a price-to-earnings ratio of 11.32, a PEG ratio of 4.78 and a beta of 0.80.

Fiserv (NASDAQ:FISV – Get Free Report) last posted its quarterly earnings results on Tuesday, November 3rd. The business services provider reported $1.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.72 by $0.03. Fiserv had a net margin of 13.42% and a return on equity of 15.80%. The company had revenue of $4.85 billion for the quarter, compared to the consensus estimate of $4.85 billion. Fiserv’s revenue was down 1.3% on a year-over-year basis. Sell-side analysts predict that Fiserv will post 7.25 EPS for the current fiscal year.

Key Stories Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

  • Positive Sentiment: Fiserv reported third-quarter adjusted earnings of $1.75 per share, exceeding the $1.72 analyst consensus. Revenue of $4.85 billion was in line with estimates. Fiserv Q3 Earnings Beat Estimates, Revenues Decline Y/Y
  • Positive Sentiment: The company reaffirmed its 2026 organic revenue and adjusted EPS outlook, reducing concerns that the weak quarter would lead to a broader guidance cut. Fiserv Reports Third Quarter 2026 Results
  • Positive Sentiment: Fiserv doubled its Project Elevate savings target to $1 billion from $500 million and expects to repurchase $500 million of shares in the fourth quarter. Investors appear to view these actions as potential support for margins, cash flow and per-share earnings. Fiserv Doubles Down on Cost Cuts, Renews Focus on Buybacks
  • Neutral Sentiment: Management is emphasizing artificial intelligence and automation to reduce expenses created by years of payments-industry expansion, suggesting a potential longer-term efficiency opportunity but also a significant restructuring effort. Fiserv Wants AI to Fix What Decades of Payments Growth Made Expensive
  • Negative Sentiment: GAAP revenue declined about 1% year over year and organic revenue was flat. Adjusted EPS fell from $2.04 a year ago to $1.75, while pressure in Merchant Solutions, including Clover, weighed on operating profit. Fiserv Takes $6.45B Charge as Margins Shrink
  • Negative Sentiment: Fiserv recorded a $6.45 billion goodwill impairment and reportedly eliminated roughly 3,000 employee and contractor positions since June. The cuts may improve costs, but the impairment and workforce reductions highlight operational and growth challenges. Fiserv Cuts 3,000 Employees and Contractor Jobs

Insider Activity

In other Fiserv news, Director Lance Fritz acquired 10,000 shares of the stock in a transaction dated Friday, August 7th. The stock was acquired at an average price of $51.95 per share, with a total value of $519,500.00. Following the completion of the transaction, the director directly owned 27,207 shares in the company, valued at approximately $1,413,403.65. This trade represents a 58.12% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at the SEC website. 0.06% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Fiserv

Institutional investors have recently made changes to their positions in the stock. BlackRock Inc. acquired a new stake in Fiserv during the second quarter worth approximately $2,079,711,000. JANA Partners Management LP increased its position in Fiserv by 97.5% during the 1st quarter. JANA Partners Management LP now owns 4,435,605 shares of the business services provider’s stock worth $247,507,000 after buying an additional 2,190,085 shares during the period. Deutsche Bank AG acquired a new stake in shares of Fiserv during the second quarter worth $178,310,000. Legal & General Group Plc bought a new stake in shares of Fiserv in the second quarter valued at about $161,557,000. Finally, Turtle Creek Asset Management Inc. increased its position in Fiserv by 968.1% during the first quarter. Turtle Creek Asset Management Inc. now owns 2,643,668 shares of the business services provider’s stock worth $147,517,000 after acquiring an additional 2,396,167 shares during the period. 90.98% of the stock is owned by institutional investors.

Fiserv Company Profile

(Get Free Report)

Fiserv, Inc is a global financial technology company that provides payment, banking, and commerce solutions to financial institutions, merchants, and other businesses. Its services support electronic payments, card processing, digital banking, account processing, fraud prevention, and related financial workflows.

The company’s offerings include merchant acceptance and payments technology, issuer processing, digital banking platforms, core account-processing systems, electronic bill payment, and data-driven financial services.

Further Reading

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